Help Centre

Introduction to Document Attachments

Attach supplementary documents to your quotes, such as menus, floor plans, health and safety documents, or photos. Documents are visible and downloadable by your clients.

Setting Up Documents

1. Go to Settings and select Documents
2. Upload files (PDFs, images, or other document types)
3. Give each document a descriptive name
4. Choose whether to automatically attach to all new quotes or attach manually

Attaching Documents to Quotes

When creating or editing a quote:

1. Navigate to the Documents section
2. Select documents from your library
3. You can attach multiple documents to a single quote
4. Documents are included when you send the quote to your customer

Benefits

• Enhanced organisation: Keep all relevant documents tied to quotes and orders
• Improved communication: Provide comprehensive quotes with all necessary documentation
• Time savings: Automate attachment of recurring documents
• Professional presentation: Clients have everything they need in one place

Common Uses

• Health and safety documents
• Detailed menu descriptions with photos
• Venue floor plans and layouts
• Allergen information and dietary guides